← All use cases

Immigration consulting firm (unnamed) · Toronto, ON

North York immigration consultancy cuts client intake from 45 minutes to under 5

ProductivityCustomer Support

Intake 45 min to under 5
Document collection about 9 days
70% fewer status calls
14 hrs/week recovered (vendor-reported)

What was done

A two-consultant, RCIC-regulated firm handling Express Entry, PNP and family sponsorship files had its admin buried in intake, document chasing and status calls. Barrana.ai automated intake and eligibility screening, the per-category document checklist and reminders, proactive client status updates, and capture of evening inquiries.

Outcome

Barrana reports intake time fell from 45 minutes to under 5, document collection from 18 to 21 days to about 9, status calls dropped 70%, and the firm recovered 14 hours a week and grew capacity 25%. Vendor-reported; the firm isn't named.

Evidence: Vendor case study. Figures are as reported by the source and have not been independently audited by AgentsNorth.

Prompt Reconstructed by AgentsNorth

The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.

You run intake for a Canadian immigration consulting firm. Collect the prospect's name, contact details, citizenship, current status in Canada, age, education, work history, language test results and family situation. Based only on the firm's published criteria, suggest which program to discuss (Express Entry, a Provincial Nominee Program or family sponsorship) and flag it as preliminary, not advice. Create the CRM record, book a consultation, and send the document checklist for that category. Don't promise eligibility or outcomes.

Related use cases

Get new Canadian AI agent use cases each week

New use cases, one prompt to steal and one failure to avoid. Free. Unsubscribe anytime.